Top Financial Advisors in San Antonio, Texas

FinanceHQ’s team of experts conducted thorough research on financial advisors in San Antonio. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in San Antonio range from $103M to $19B in AUM, and have an average of 19 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

San Antonio, TXInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

With extensive experience since 1986, Savant Wealth Management is one of the best financial advisors in San Antonio because of their commitment to tailoring financial decisions to the best interests of their clients. Their broad range of specialties — including comprehensive wealth management, investment management, and estate planning — showcase their ability to provide holistic financial solutions. They prioritize fiduciary responsibility as an independent and fee-only firm, offering trusted and ethical asset management services.

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Facet Wealth

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About Facet Wealth

San Antonio, TXInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a top financial advisor in San Antonio because of their comprehensive range of services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Founded in 2016 and headquartered in Baltimore, MD, Facet boasts a team of experienced financial experts who provide objective guidance through their innovative flat fee model. Focusing on personalized financial solutions and cutting-edge technology, Facet empowers individuals on their transformative journey toward financial well-being.

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Sendero Wealth Management, LLC

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About Sendero Wealth Management, LLC

San Antonio, TXInvestment Advisor Firm
Assets Managed: $3,926,223,849Total Number of Advisors: 17Number of Accounts: 1,517In Business Since: 2008

Sendero Wealth Management, LLC is a top financial advisor in San Antonio due to their extensive experience and expertise in various specialty areas, including financial planning, retirement planning, tax optimization, investment strategies, wealth protection, wealth preservation, legacy planning, and investment solutions. Their partner-led approach sets them apart as they have a diverse team with complementary backgrounds that cater to clients' unique needs and preferences. With a longstanding history of serving institutions and multigenerational families in the region and a commitment to intellectual honesty, Sendero Wealth Management has built strong relationships based on trust and satisfaction.

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1900 wealth logo

1900 Wealth

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About 1900 Wealth

San Antonio, TXInvestment Advisor Firm
Assets Managed: $1,559,746,351Total Number of Advisors: 8Number of Accounts: 728In Business Since: 2015

We chose 1900 Wealth Management as a top financial advisor in San Antonio because of their extensive financial planning experience and dedication to delivering maximum results for their clients. As an independent company owned by Jefferson Bank, they are able to provide personalized service tailored to each client's needs while remaining rooted in the San Antonio financial community. With over $1.5 billion in assets under management (AUM) and a comprehensive range of services including investment management, family governance, trust, private banking, and charitable gifting, 1900 Wealth is well-equipped to cater to high-net-worth individuals and families.

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PAX Financial Group

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About PAX Financial Group

San Antonio, TXInvestment Advisor Firm
Assets Managed: $494,838,589Total Number of Advisors: 10Number of Accounts: 4,078In Business Since: 2007

Founded in 2007, PAX Financial Group is one of the best financial advisors in San Antonio due to its extensive experience and commitment to holistic financial planning. They specialize in investment management and offer comprehensive services, including financial assessments and insurance solutions. As a locally owned and independent company, they prioritize their clients' needs and have established partnerships with renowned organizations like Goldman Sachs and Dave Ramsey to provide valuable resources to the community.

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Wela Financial Advisory

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About Wela Financial Advisory

San Antonio, TXInvestment Advisor Firm
Assets Managed: $458,687,899Total Number of Advisors: 4Number of Accounts: 1,504In Business Since: 2011

If you need a boutique advisor service, Wela Financial Advisory serves people in San Antonio and specalizes in providing exceptional financial planning and investment management services since its founding in 2011. Their focus on trust and building solid relationships with clients sets them apart, and they prioritize simplicity and transparent communication to help clients achieve long-term success. With their financial planning and investment management expertise, Wela Financial Advisory is a trusted partner for individuals and families in San Antonio.

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Martin Capital Advisors

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About Martin Capital Advisors

San Antonio, TXInvestment Advisor Firm
Assets Managed: $102,899,830Total Number of Advisors: 8Number of Accounts: 74In Business Since: 1991

Founded in 1991, Martin Capital Advisors is a top financial advisor in San Antonio because of its extensive experience and specialization in portfolio management, financial planning, retirement planning, and tax optimization. These comprehensive services allow them to cater to various financial needs. Martin Capital sets itself apart as a trusted and reliable advisor with a strong track record of consistently high-performing investment portfolios and a commitment to acting in their clients' best interests.

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Frequently Asked Questions

Do all financial advisors in San Antonio require a minimum amount for investment?

In San Antonio, financial advisors' minimum investment requirements vary widely. While some advisors may stipulate a minimum investment, others cater to a diverse range of clients, accommodating those with varying financial capacities. Inquiring directly with individual advisors to find one aligned with your specific needs and investment preferences is essential.

What is the average hourly rate of financial advisors in San Antonio?

The average hourly rate for financial advisors in San Antonio typically ranges between $150 to $300, depending on the advisor's experience, expertise, and the complexity of the financial services provided. Rates may vary, so it's advisable to consult multiple advisors to find a suitable match for your financial goals. Our platform connects you with a diverse range of advisors, empowering you to make informed choices tailored to your unique needs.

Are CFPs in San Antonio allowed to advise on cryptocurrencies?

Yes, Certified Financial Planners (CFPs) in San Antonio can advise on cryptocurrencies. However, verifying individual CFPs' expertise in this area is crucial, as cryptocurrency knowledge may vary among professionals. Always consult with a CFP who is well-versed in both traditional finance and the complexities of the cryptocurrency market for comprehensive financial advice.

Can a financial advisor in San Antonio help with income tax preparation?

Absolutely, a financial advisor in San Antonio can assist with income tax preparation. These professionals are well-versed in tax laws and can provide personalized guidance to maximize your deductions. Utilizing their expertise ensures a smooth tax filing process and helps you make informed financial decisions for the future.

How do I choose the right financial advisor for retirement planning in San Antonio?

When selecting a financial advisor for retirement planning in San Antonio, start by assessing their credentials and certifications, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Look for advisors with experience in retirement planning and a track record of successfully guiding clients through similar stages of life. Additionally, seek recommendations, read client reviews, and consider advisors affiliated with our platform, which connects individuals to trusted professionals for comprehensive financial guidance.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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